Thomas Jefferson University 401(k) match, vesting and fees
What Thomas Jefferson University's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 235 defined-contribution plans in health care and social assistance with 1,000 to 4,999 participants.
| Thomas Jefferson University: employer contribution per participant | $397 | |
| Peer median | $1,537 |
| Thomas Jefferson University: average balance | $63,337 | |
| Peer median | $56,476 |
| Thomas Jefferson University: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.19% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $222M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,546 | $222M | $1.4M | $397 | 0.14% | Not published | Form 5500 ↗ |
Other Thomas Jefferson University plans (8)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Jefferson Defined Contribution Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Withumsmith+brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Lehigh Valley Health Network 403(b) Savings Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Co. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Lehigh Valley Health Network ERISA 403(b) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Pocono Health System Defined Contribution Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
Lehigh Valley Health Network Defined Contribution Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Northeastern Pennsylvania Health Corporation 401(a) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Co. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Schuylkill Health System Defined Contribution Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Valic Retirement Services Co. | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Jefferson Defined Benefit Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Withumsmith+brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Thomas Jefferson University match 401(k) contributions?
The match terms for the Lehigh Valley Health Network 401(k) Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $1.4M in employer contributions, about $397 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Thomas Jefferson University 401(k) match vested?
The vesting schedule for the Lehigh Valley Health Network 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Thomas Jefferson University 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Valic Retirement Services Company. The plan administrator is Thomas Jefferson University.
I left Thomas Jefferson University. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Thomas Jefferson University, (484) 884-3186) or the recordkeeper, Valic Retirement Services Company. The Thomas Jefferson University old 401(k) page lists the contacts from every plan filing. Find an old Thomas Jefferson University 401(k)
Data from the public Form 5500 annual reports Thomas Jefferson University filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Thomas Jefferson University. Not financial advice. Report a correction · Methodology